A statement window can begin in one calendar year and end in the next. Reconciliation includes the window in each year that its dates overlap, so seeing it under two year selections does not mean two separate periods were created.
- Select the account and either year covered by the statement.
- Open the period and read the full start and end dates in its summary.
- Compare the activity against the complete statement window rather than only the selected calendar year.
Keep one source period intact
A statement running from late December into January should be reviewed using its actual dates. Splitting it into invented calendar windows can make opening and ending balances harder to relate to the document.
The year selector is a navigation filter, not an instruction to truncate the reconciliation dates. When starting a period manually, enter the exact statement start and end dates. When matching activity, the current window constrains which rows are eligible. If you need a separate accounting-year review, use the appropriate reporting workflow rather than altering the statement’s evidence. Confirm the full dates again before completing or reopening the period, because those actions apply to the saved window and can affect later completed windows on the same account.
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